Meet Our Leadership Team.

Precept offers its clients the security and stability of a team that is committed to delivering on its promise to protect the financial and physical well-being of every organization that we serve and every associate that you employ. Precept's management provides the tenure and the subject matter expertise that is required to ensure that innovation, service excellence, and optimal results are delivered to every client.

Precept serves our customers with more than 160 employees located throughout California and an additional 100 employees throughout the U.S.

Matt Swinnerton

Area President

Douglas King

Chief Operating Officer

Linda Bright

Vice President, Retirement Services

Eric Yamashiroya

Vice President, Underwriting Services

Our Mission

Provide employers with an innovative enterprise platform that aligns all stakeholders to drive member engagement, wellness, consumerism, and prudent strategic retirement planning.

Our Vision

Improve the health and wealth of the people, companies, and communities we serve.

Our Core Values

Intelligent Innovation

We embrace change and constantly improve.

We approach the business with an entrepreneurial spirit – always looking ahead.

We believe fun is key to our creativity and success.

Culture of Caring

We care about our people so we can take the best care of our clients

We walk the talk when it comes to improving health & wealth

We go the extra mile and "Do the next thing" to serve our clients & colleagues

Collaboration

We are a team based on trust, respect, and humility

We are optimistic when facing challenges

We leverage our wide range of individual talents and expertise

We win as a team

Accountability

We are dependable & transparent

We identify problems, find solutions, and own the outcome

We have grace, at all times

INTERESTED IN WORKING TOGETHER?

Through our brokerage, consulting, or exclusive preferred partner benefits solutions, our clients improve their financial well-being, their employees' health and productivity and their ability to attract, recruit, and retain the best talent.

Insurance products and services offered through McGriff Insurance Services, Inc. (CA license #0C64544), a subsidiary of BB&T Insurance Holdings, Inc., are not a deposit, not FDIC insured, not guaranteed by the bank, not insured by any federal government agency and may go down in value.